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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,459 | $157,304-83.8% | $141,197-82.0% | $152,909-83.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 41.75% | 64.34%-22.6pp | 71.41%-29.7pp | 345.46%-303.7pp |
| Employer contribution / active EE | $3,050 | $5,263-42.1% | $4,736-35.6% | $4,764-36.0% |
| Participant deferral / active EE | $9,224 | $7,111+29.7% | $6,710+37.5% | $5,851+57.6% |
| Admin fee / account holder | $2,129 | $12,126-82.4% | $10,265-79.3% | $11,601-81.6% |